Fifth Third Wealth Advisors’s Carlyle Group CG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$336K	Sell	6,540 -48	-0.7%	-$2.47K	0.01%	484
2025 Q1	$287K	Buy	6,588 +25	+0.4%	+$1.09K	0.01%	508
2024 Q4	$331K	Hold	6,563	–	–	0.02%	456
2024 Q3	$283K	Buy	6,563 +54	+0.8%	+$2.33K	0.02%	499
2024 Q2	$261K	Buy	+6,509	New	+$261K	0.02%	470